About TaxGPT
Founded 2023; Y Combinator Summer 2024; founders Kashif Ali (CEO), Isabella Maceda-Ali (CTO); HQ San Francisco (street imprint not published on About). Backing: Mangusta Capital + angels; **$4.6M** seed reported Feb 2025 (YC news). Research: US federal/state/local/territorial + Canadian federal/provincial with government-source citations. Tax Writer: memos, IRS/CRA notice responses, client emails, engagement letters. Document Analysis: PDF/images. Agent Andrew: reviews Forms 1040, 1065, 1120, 1120-S (vendor “up to 90% of review”).
Cowork: prep 1040/1065/1120/1120-S, extensions, amendments, R&D, bookkeeping, planning — **currently US firms only** despite CA research coverage. Other countries only via US/CA tax treaties (FAQ). SOC 2 Type II; AWS + Azure; PII redaction; US-hosted; data not used to train third-party models. User-count conflict: homepage/FAQs **80,000+** active / **650,000+** questions vs PR Mar 2026 **70,000+** vs older TaxAIs summary **10,000+** (stale) — keep source + date.
Proprietary tax dataset + LLMs; closed system vs public ChatGPT; no knowledge-cutoff claim (real-time updates per FAQ); research aid requiring professional judgment. Positions as AI-native OS vs legacy retrofit. Roster AI-native (✦).
Highlights
- Plans Pro / Pro Plus / Enterprise — **no public dollar amounts** (book demo; quote by team size). Omit third-party Starter/Pro $ as FACT
- Pro: Research, Document Upload, Tax Writer, Matrix, Agent Andrew, Client Intelligence; Pro Plus adds Cowork + Tax Preparation + Bookkeeping Agent; Enterprise adds unlimited Client Intelligence entities + in-person onboarding
- Mar 2026 PR: Tax Prep Agent browser automation into existing tax software (1040s at launch)